Advanced Energy Industries Inc (NASDAQ:AEIS)
| 103.11 Delayed Data As of Sep 29 |  +0.75 / +0.73%Today’s Change | 68.00 Today|||52-Week Range 126.38 | +20.20% Year-to-Date |
Institutional investors purchased a net $626.8 thousand shares of AEIS during the quarter ended June 2019 and now own 102.05% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Electronic Production Equipment industry and highlights that the smart money sees this stock as an important holding.
| Individual stakeholders | 9.42% |
| Mutual fund holders | 67.89% |
| Other institutional | 34.16% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 6/30/2023 | FIDELITY MANAGEMENT & RESEARCH C... Bought 676.6 Thousand shares of Advanced Energy Industrie... |
| 6/30/2023 | INVESCO CAPITAL MANAGEMENT LLC Bought 150.7 Thousand shares of Advanced Energy Industrie... |
| 6/30/2023 | THE VANGUARD GROUP, INC. Bought 133.6 Thousand shares of Advanced Energy Industrie... |
Top 10 Owners of Advanced Energy Industries Inc
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| BlackRock Fund Advisors | 14.36% | 5,404,931 | 638,160,203 | +40,603 | +0.76% |
| The Vanguard Group, Inc. | 11.40% | 4,291,093 | 506,649,351 | +133,627 | +3.21% |
| Fidelity Management & Research Co... | 7.03% | 2,647,542 | 312,595,284 | +676,568 | +34.33% |
| Columbia Management Investment Ad... | 6.60% | 2,486,104 | 293,534,299 | -76,258 | -2.98% |
| SSgA Funds Management, Inc. | 4.72% | 1,778,337 | 209,968,250 | +21,760 | +1.24% |
| EARNEST Partners LLC | 4.15% | 1,560,859 | 184,290,622 | +11,416 | +0.74% |
| Victory Capital Management, Inc. ... | 4.05% | 1,523,056 | 179,827,222 | -99,975 | -6.16% |
| Neuberger Berman Investment Advis... | 2.51% | 944,011 | 111,459,379 | -28,637 | -2.94% |
| Dimensional Fund Advisors LP | 2.44% | 917,194 | 108,293,096 | +23,609 | +2.64% |
| FIAM LLC | 2.13% | 801,316 | 94,611,380 | +68,262 | +9.31% |
Top 10 Mutual Funds Holding Advanced Energy Industries Inc
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| iShares Core S&P Small Cap ETF | 7.05% | 2,652,889 | 313,226,604 | +4,623 | +0.17% |
| Columbia Seligman Technology & In... | 3.99% | 1,500,263 | 177,136,052 | -17,200 | -1.13% |
| Vanguard Total Stock Market ETF | 3.12% | 1,174,883 | 138,718,436 | -176 | -0.01% |
| Vanguard Small Cap Index Fund | 2.60% | 977,544 | 115,418,620 | +3,911 | +0.40% |
| Victory Sycamore Small Company Op... | 2.30% | 865,000 | 102,130,550 | -55,000 | -5.98% |
| iShares Russell 2000 ETF | 2.23% | 839,400 | 99,107,958 | -1,184 | -0.14% |
| Fidelity Low Priced Stock Fund | 2.07% | 780,106 | 92,107,115 | +109,468 | +16.32% |
| Neuberger Berman Genesis Fund | 1.66% | 624,418 | 73,725,033 | -22,049 | -3.41% |
| Vanguard Small Cap Growth Index F... | 1.48% | 558,584 | 65,952,013 | +2,211 | +0.40% |
| Fidelity Series Small Cap Opportu... | 1.40% | 528,499 | 62,399,877 | -3,800 | -0.71% |